Last Update - Feb 04 2025, 04:00PM Eastern Time
In the following table, you can retrieve the most recent returns of the main Asset Classes (ETFs dividends included, when applicable).
Update time is Eastern Time (ET - America/New York).
Swipe left to see all data
|
Monthly Return (%)
|
Return (%) as of Jan 25
|
|||||
|---|---|---|---|---|---|---|
| Ticker | Asset Class | Feb 25▾ | Time(ET) | 1M | 3M | 6M |
|
GLD
|
Gold | 1.52 | Feb 04, 04:00PM | 6.79 | 1.99 | 14.13 |
|
TLT
|
US Long Term Treasuries | 1.12 | Feb 04, 04:00PM | 0.49 | -4.05 | -5.52 |
|
EEM
|
Emerging Markets | 1.05 | Feb 04, 04:00PM | 2.15 | -2.27 | 1.14 |
|
DBC
|
Commodities | 1.05 | Feb 04, 04:00PM | 2.76 | 2.45 | 2.49 |
|
FLLA
|
Latin America | 1.03 | Feb 04, 03:47PM | 9.35 | -1.73 | -5.09 |
|
EMB
|
Emerg. Market Bonds | 0.51 | Feb 04, 04:00PM | 1.70 | 1.24 | 3.05 |
|
BNDX
|
International Bonds | 0.45 | Feb 04, 04:00PM | 0.24 | 1.13 | 2.17 |
|
QQQ
|
US Technology | 0.42 | Feb 04, 04:00PM | 2.16 | 8.12 | 11.21 |
|
TIP
|
US TIPS | 0.40 | Feb 04, 04:00PM | 1.37 | 0.13 | 0.55 |
|
LQD
|
US Invest. Grade Bonds | 0.35 | Feb 04, 04:00PM | 0.58 | -0.36 | 0.21 |
|
VPL
|
Pacific | 0.25 | Feb 04, 04:00PM | 2.25 | -0.28 | -2.89 |
|
BND
|
US Total Bond Market | 0.23 | Feb 04, 04:00PM | 0.60 | -0.04 | 0.23 |
|
HYG
|
US High Yield Bonds | 0.19 | Feb 04, 04:00PM | 1.36 | 2.22 | 5.05 |
|
VT
|
World All Countries | 0.14 | Feb 04, 04:00PM | 3.06 | 4.17 | 6.57 |
|
BIL
|
US Cash | 0.03 | Feb 04, 04:00PM | 0.35 | 1.13 | 2.43 |
|
CWB
|
US Convertible Bonds | 0.01 | Feb 04, 04:00PM | 3.06 | 5.24 | 10.32 |
|
SPY
|
US Large Cap | -0.01 | Feb 04, 04:00PM | 2.69 | 6.19 | 9.96 |
|
VTI
|
US Total Stock Market | -0.01 | Feb 04, 04:00PM | 3.03 | 6.59 | 10.24 |
|
EFA
|
EAFE Stocks | -0.03 | Feb 04, 04:00PM | 4.80 | 1.39 | -0.05 |
|
VNQ
|
US REITs | -0.13 | Feb 04, 04:00PM | 1.65 | -2.89 | 1.98 |
|
IJR
|
US Small Cap | -0.22 | Feb 04, 04:00PM | 2.79 | 4.94 | 1.46 |
|
VGK
|
Europe | -0.22 | Feb 04, 04:00PM | 6.35 | 1.62 | -0.04 |
|
PFF
|
US Preferred Stocks | -0.27 | Feb 04, 04:00PM | 1.18 | -1.62 | 3.44 |
| Legend: Stocks Fixed Income Commodities | ||||||
Lazy Portfolios are not meant to be monitored frequently or valued for short-term returns.
Returns (in US Dollars) are calculated on the hypothesis of:
- a yearly rebalancing of the portfolios (at the beginning of the year)
- the reinvestment of dividends
Live Returns (as of Feb 25) are calculated on the hypothesis of a newly built portfolio, with the expected asset allocation.
Once consolidated, the actual returns could differ, because they are calculated on the current asset weights in the portofolio.
For each portfolio, the update time of the least updated asset is indicated. Update time is Eastern Time (ET - America/New York). Portfolios with symbol contain asset with missing data, so their returns are partial.
Once consolidated, the actual returns could differ, because they are calculated on the current asset weights in the portofolio.
For each portfolio, the update time of the least updated asset is indicated. Update time is Eastern Time (ET - America/New York). Portfolios with symbol contain asset with missing data, so their returns are partial.
Swipe left to see all data
|
Monthly Return (%)
|
Return (%) as of Jan 25
|
||||||
|---|---|---|---|---|---|---|---|
| Portfolio | Author | Feb 25▾ | Time(ET) | 1M | 3M | 6M | |
| All Weather Portfolio 2x Leveraged | Ray Dalio | 1.64 | Feb 04, 04:00PM | 2.71 | -0.33 | 0.71 | |
| Gold | 1.52 | Feb 04, 04:00PM | 6.79 | 1.99 | 14.13 | ||
| Simplified Permanent Portfolio 2x Leveraged | The Lazy Team | 1.09 | Feb 04, 04:00PM | 4.26 | 1.34 | 8.31 | |
| Emerging Markets Stocks | 1.05 | Feb 04, 04:00PM | 2.15 | -2.27 | 1.14 | ||
| Gold Pivot Ptf | Aim Ways | 0.78 | Feb 04, 04:00PM | 3.12 | 2.61 | 8.44 | |
| Paul Boyer Portfolio | Paul Boyer | 0.77 | Feb 04, 04:00PM | 2.53 | -0.03 | 3.18 | |
| Golden Butterfly 2x Leveraged | Tyler | 0.75 | Feb 04, 04:00PM | 4.45 | 2.37 | 6.21 | |
| Desert Portfolio 2x Leveraged | Gyroscopic Investing | 0.68 | Feb 04, 04:00PM | 2.57 | 1.76 | 4.95 | |
| Permanent Portfolio | Harry Browne | 0.67 | Feb 04, 04:00PM | 2.67 | 1.45 | 5.62 | |
| All Weather Portfolio | Ray Dalio | 0.66 | Feb 04, 04:00PM | 1.90 | 0.95 | 2.53 | |
| Six Ways from Sunday | Scott Burns | 0.61 | Feb 04, 04:00PM | 2.00 | 0.90 | 1.91 | |
| Permanent Portfolio with Bitcoin | Harry Browne | 0.58 | Feb 04, 09:58PM | 2.72 | 2.61 | 6.79 | |
| All Weather Portfolio with Bitcoin | Ray Dalio | 0.58 | Feb 04, 09:58PM | 1.99 | 2.14 | 3.85 | |
| Ark Tech Portfolio | Cathie Wood | 0.58 | Feb 04, 04:00PM | 10.61 | 33.38 | 36.58 | |
| US Stocks Momentum | 0.57 | Feb 04, 04:00PM | 5.90 | 8.64 | 15.39 | ||
| Simplified Permanent Portfolio | The Lazy Team | 0.54 | Feb 04, 04:00PM | 2.76 | 1.78 | 5.64 | |
| Stocks/Bonds 80/20 Momentum | 0.50 | Feb 04, 04:00PM | 4.84 | 6.99 | 12.55 | ||
| Shield Strategy | Aim Ways | 0.49 | Feb 04, 04:00PM | 2.65 | 3.09 | 7.33 | |
| Seven Value | Scott Burns | 0.48 | Feb 04, 04:00PM | 2.34 | 1.25 | 2.56 | |
| Ulcer Free Strategy | Aim Ways | 0.47 | Feb 04, 04:00PM | 1.77 | 2.09 | 4.95 | |
| Odd-Stats Strategy | Aim Ways | 0.46 | Feb 04, 04:00PM | 2.03 | 2.25 | 5.46 | |
| Total Bond Developed World ex-US | 0.45 | Feb 04, 04:00PM | 0.24 | 1.13 | 2.17 | ||
| Marc Faber Portfolio | Marc Faber | 0.45 | Feb 04, 04:00PM | 3.09 | 0.61 | 5.68 | |
| GAA Global Asset Allocation | Mebane Faber | 0.45 | Feb 04, 04:00PM | 2.06 | 1.17 | 2.81 | |
| Rob Arnott Portfolio | Rob Arnott | 0.43 | Feb 04, 04:00PM | 1.43 | 0.49 | 1.68 | |
| Stocks/Bonds 60/40 Momentum | 0.43 | Feb 04, 04:00PM | 3.78 | 5.31 | 9.62 | ||
| US Stocks Minimum Volatility | 0.42 | Feb 04, 04:00PM | 3.56 | 2.65 | 6.60 | ||
| Technology | 0.42 | Feb 04, 04:00PM | 2.16 | 8.12 | 11.21 | ||
| Golden Butterfly | Tyler | 0.42 | Feb 04, 04:00PM | 2.48 | 2.05 | 4.94 | |
| Global Market Portfolio | Credit Suisse | 0.41 | Feb 04, 04:00PM | 1.51 | 0.66 | 2.02 | |
| High Yield Bonds Income | The Lazy Team | 0.40 | Feb 04, 04:00PM | 1.21 | 1.00 | 2.84 | |
| Aim comfortable trip | Aim Ways | 0.40 | Feb 04, 04:00PM | 2.37 | 2.45 | 5.17 | |
| US Inflation Protection | 0.40 | Feb 04, 04:00PM | 1.37 | 0.13 | 0.55 | ||
| Weird Portfolio | Value Stock Geek | 0.39 | Feb 04, 04:00PM | 2.72 | 0.02 | 2.52 | |
| Stocks/Bonds 40/60 2x Leveraged | 0.36 | Feb 04, 04:00PM | 1.78 | 3.08 | 4.15 | ||
| Stocks/Bonds 40/60 Momentum | 0.36 | Feb 04, 04:00PM | 2.72 | 3.58 | 6.60 | ||
| Developed World ex-US 20/80 | 0.36 | Feb 04, 04:00PM | 1.08 | 1.14 | 1.68 | ||
| Developed World ex-US 40/60 Momentum | 0.35 | Feb 04, 04:00PM | 2.08 | 1.70 | 1.39 | ||
| All Country World Bonds | 0.35 | Feb 04, 04:00PM | 0.64 | 0.57 | 1.33 | ||
| PISI Portfolio | Davide Pisicchio | 0.34 | Feb 04, 04:00PM | 1.95 | 1.88 | 4.04 | |
| Golden Butterfly with Bitcoin | Tyler | 0.33 | Feb 04, 09:58PM | 2.54 | 3.23 | 6.11 | |
| 10-year Treasury | 0.32 | Feb 04, 04:00PM | 0.62 | -0.65 | -1.38 | ||
| All Country World 20/80 | 0.31 | Feb 04, 04:00PM | 1.12 | 1.31 | 2.41 | ||
| Developed World ex-US 60/40 Momentum | 0.30 | Feb 04, 04:00PM | 3.00 | 2.02 | 1.08 | ||
| Stocks/Bonds 20/80 Momentum | 0.30 | Feb 04, 04:00PM | 1.66 | 1.80 | 3.47 | ||
| Five Asset | Roger Gibson | 0.29 | Feb 04, 04:00PM | 2.27 | 1.42 | 3.37 | |
| Family Taxable Portfolio | Ted Aronson | 0.28 | Feb 04, 04:00PM | 2.35 | 1.99 | 2.03 | |
| Dedalo Eleven | Dedalo Invest | 0.28 | Feb 04, 04:00PM | 2.60 | 3.63 | 5.89 | |
| Eliminate Fat Tails | Larry Swedroe | 0.27 | Feb 04, 04:00PM | 1.34 | 0.82 | 1.42 | |
| Four Square | Scott Burns | 0.27 | Feb 04, 04:00PM | 2.02 | 2.14 | 3.55 | |
| In Saecula Saeculorum | Fulvio Marchese | 0.27 | Feb 04, 04:00PM | 2.29 | 3.13 | 6.18 | |
| All Country World 40/60 | 0.27 | Feb 04, 04:00PM | 1.61 | 2.03 | 3.48 | ||
| Developed World ex-US 40/60 | 0.26 | Feb 04, 04:00PM | 1.92 | 1.15 | 1.21 | ||
| LifeStrategy Income Fund | Vanguard | 0.25 | Feb 04, 04:00PM | 1.03 | 1.12 | 2.01 | |
| Margherita Portfolio | Davide Pisicchio | 0.23 | Feb 04, 04:00PM | 2.06 | 2.60 | 5.41 | |
| Robo Advisor 50 Value Tilt | Betterment | 0.23 | Feb 04, 04:00PM | 2.08 | 1.76 | 3.18 | |
| Cockroach Portfolio | Tony Dong | 0.23 | Feb 04, 04:00PM | 3.51 | -0.17 | 4.82 | |
| Stocks/Bonds 60/40 2x Leveraged | 0.23 | Feb 04, 04:00PM | 2.76 | 5.71 | 8.36 | ||
| Total Bond US | 0.23 | Feb 04, 04:00PM | 0.60 | -0.04 | 0.23 | ||
| Perfect Portfolio | Ben Stein | 0.22 | Feb 04, 04:00PM | 2.52 | 2.76 | 4.69 | |
| All Country World 60/40 | 0.22 | Feb 04, 04:00PM | 2.09 | 2.76 | 4.52 | ||
| Four Seasons Portfolio | Davide Pisicchio | 0.22 | Feb 04, 04:00PM | 2.31 | 3.24 | 6.40 | |
| Gone Fishin' Portfolio | Alexander Green | 0.22 | Feb 04, 04:00PM | 2.74 | 1.71 | 2.94 | |
| Desert Portfolio | Gyroscopic Investing | 0.22 | Feb 04, 04:00PM | 1.89 | 2.36 | 4.85 | |
| LifeStrategy Conservative Growth | Vanguard | 0.21 | Feb 04, 04:00PM | 1.57 | 1.92 | 3.19 | |
| Edge Select Moderately Conservative | Merrill Lynch | 0.21 | Feb 04, 04:00PM | 1.44 | 2.09 | 3.47 | |
| Margaritaville | Scott Burns | 0.21 | Feb 04, 04:00PM | 2.61 | 2.54 | 4.08 | |
| Developed World ex-US Stocks Momentum | 0.20 | Feb 04, 04:00PM | 4.84 | 2.68 | 0.58 | ||
| Conservative Income | Charles Schwab | 0.20 | Feb 04, 04:00PM | 0.76 | 0.36 | 1.37 | |
| Mid-Twenties | Burton Malkiel | 0.20 | Feb 04, 04:00PM | 2.78 | 2.41 | 4.90 | |
| Ivy Portfolio | Mebane Faber | 0.20 | Feb 04, 04:00PM | 2.43 | 2.00 | 3.68 | |
| Edge Select Moderately Aggressive | Merrill Lynch | 0.20 | Feb 04, 04:00PM | 2.21 | 3.29 | 5.36 | |
| Robust | Alpha Architect | 0.20 | Feb 04, 04:00PM | 3.32 | 3.79 | 6.16 | |
| Edge Select Aggressive | Merrill Lynch | 0.20 | Feb 04, 04:00PM | 2.56 | 3.79 | 6.08 | |
| Edge Select Moderate | Merrill Lynch | 0.20 | Feb 04, 04:00PM | 1.83 | 2.64 | 4.27 | |
| Late Thirties to Early Forties | Burton Malkiel | 0.19 | Feb 04, 04:00PM | 2.74 | 2.39 | 4.88 | |
| Couch Potato | Scott Burns | 0.19 | Feb 04, 04:00PM | 2.20 | 3.52 | 5.60 | |
| Pinwheel | Tyler | 0.19 | Feb 04, 04:00PM | 2.60 | 1.36 | 4.02 | |
| Mid-Fifties | Burton Malkiel | 0.19 | Feb 04, 04:00PM | 2.59 | 2.10 | 4.60 | |
| Five Fold | Scott Burns | 0.19 | Feb 04, 04:00PM | 1.94 | 1.13 | 3.24 | |
| 7Twelve Portfolio | Craig Israelsen | 0.19 | Feb 04, 04:00PM | 2.29 | 2.24 | 3.24 | |
| All Country World 80/20 | 0.18 | Feb 04, 04:00PM | 2.57 | 3.47 | 5.55 | ||
| Lifepath Fund | iShares | 0.18 | Feb 04, 04:00PM | 1.68 | 1.82 | 2.86 | |
| Stocks/Bonds 20/80 | 0.18 | Feb 04, 04:00PM | 1.09 | 1.38 | 2.36 | ||
| Gretchen Tai Portfolio | Gretchen Tai | 0.18 | Feb 04, 04:00PM | 2.61 | 1.95 | 3.24 | |
| Sheltered Sam 0/100 | Bill Bernstein | 0.18 | Feb 04, 04:00PM | 0.78 | 0.61 | 1.41 | |
| Talmud Portfolio 2x Leveraged | Roger Gibson | 0.17 | Feb 04, 04:00PM | 2.41 | 0.26 | 4.19 | |
| LifeStrategy Moderate Growth | Vanguard | 0.17 | Feb 04, 04:00PM | 2.11 | 2.70 | 4.35 | |
| Late Sixties and Beyond | Burton Malkiel | 0.17 | Feb 04, 04:00PM | 2.32 | 1.81 | 4.31 | |
| Developed World ex-US 60/40 | 0.16 | Feb 04, 04:00PM | 2.76 | 1.16 | 0.74 | ||
| Sheltered Sam 10/90 | Bill Bernstein | 0.15 | Feb 04, 04:00PM | 1.03 | 0.84 | 1.76 | |
| Edge Select Conservative | Merrill Lynch | 0.15 | Feb 04, 04:00PM | 1.07 | 1.41 | 2.50 | |
| Simple and Cheap | Time Money Inc | 0.14 | Feb 04, 04:00PM | 1.96 | 1.96 | 3.85 | |
| All Country World Stocks | 0.14 | Feb 04, 04:00PM | 3.06 | 4.17 | 6.57 | ||
| Robo Advisor 20 Value Tilt | Betterment | 0.14 | Feb 04, 04:00PM | 1.09 | 1.22 | 2.39 | |
| Lazy Portfolio | David Swensen | 0.13 | Feb 04, 04:00PM | 2.14 | 1.50 | 3.91 | |
| Desert Portfolio with Bitcoin | Gyroscopic Investing | 0.13 | Feb 04, 09:58PM | 1.95 | 3.53 | 6.01 | |
| Stocks/Bonds 40/60 | 0.13 | Feb 04, 04:00PM | 1.57 | 2.75 | 4.42 | ||
| LifeStrategy Growth Fund | Vanguard | 0.13 | Feb 04, 04:00PM | 2.65 | 3.48 | 5.49 | |
| Four Funds | Bogleheads | 0.13 | Feb 04, 04:00PM | 2.74 | 3.56 | 5.61 | |
| Sheltered Sam 20/80 | Bill Bernstein | 0.13 | Feb 04, 04:00PM | 1.29 | 1.08 | 2.11 | |
| Capricciosa Portfolio | Davide Pisicchio | 0.13 | Feb 04, 04:00PM | 2.21 | 3.84 | 6.69 | |
| Dedalo Four | Dedalo Invest | 0.12 | Feb 04, 04:00PM | 2.48 | 4.95 | 7.79 | |
| Cape US Sector Value | Robert Shiller | 0.12 | Feb 04, 03:58PM | 3.32 | 5.32 | 9.66 | |
| Three Funds | Bogleheads | 0.11 | Feb 04, 04:00PM | 2.66 | 3.54 | 5.57 | |
| Robo Advisor 80 Value Tilt | Betterment | 0.11 | Feb 04, 04:00PM | 2.78 | 2.48 | 4.20 | |
| Sandwich Portfolio | Bob Clyatt | 0.11 | Feb 04, 04:00PM | 1.76 | 1.77 | 2.68 | |
| Diavola Portfolio | Davide Pisicchio | 0.11 | Feb 04, 04:00PM | 2.56 | 6.42 | 9.62 | |
| Sheltered Sam 30/70 | Bill Bernstein | 0.10 | Feb 04, 04:00PM | 1.54 | 1.31 | 2.45 | |
| Yale Endowment | David Swensen | 0.09 | Feb 04, 04:00PM | 2.29 | 1.64 | 3.79 | |
| Nano Portfolio | John Wasik | 0.09 | Feb 04, 04:00PM | 2.29 | 1.13 | 2.71 | |
| Dynamic 40/60 Income | The Lazy Team | 0.09 | Feb 04, 04:00PM | 1.53 | 1.92 | 4.83 | |
| Tilt Toward Value | Time Money Inc | 0.09 | Feb 04, 04:00PM | 1.94 | 2.00 | 3.73 | |
| Robo Advisor 10 Value Tilt | Betterment | 0.09 | Feb 04, 04:00PM | 0.74 | 1.07 | 2.16 | |
| Second Grader's Starter | Paul Farrell | 0.09 | Feb 04, 04:00PM | 2.90 | 4.20 | 6.56 | |
| Core Four | Rick Ferri | 0.09 | Feb 04, 04:00PM | 2.53 | 3.15 | 5.47 | |
| Stocks/Bonds 60/40 | 0.09 | Feb 04, 04:00PM | 2.06 | 4.07 | 6.42 | ||
| Stocks/Bonds 40/60 with Bitcoin | 0.08 | Feb 04, 09:58PM | 1.73 | 3.88 | 5.77 | ||
| Sheltered Sam 40/60 | Bill Bernstein | 0.08 | Feb 04, 04:00PM | 1.80 | 1.54 | 2.80 | |
| Pepperoni Portfolio | Davide Pisicchio | 0.07 | Feb 04, 04:00PM | 2.06 | 4.62 | 7.09 | |
| Larry Portfolio | Larry Swedroe | 0.07 | Feb 04, 04:00PM | 0.91 | 0.77 | 0.53 | |
| Robo Advisor 90 Value Tilt | Betterment | 0.07 | Feb 04, 04:00PM | 3.03 | 2.76 | 4.59 | |
| Ultimate Buy&Hold | FundAdvice | 0.06 | Feb 04, 04:00PM | 1.96 | 1.28 | 1.64 | |
| Jane Bryant Quinn Portfolio | Jane Bryant Quinn | 0.06 | Feb 04, 04:00PM | 2.52 | 2.75 | 4.56 | |
| Developed World ex-US 80/20 | 0.06 | Feb 04, 04:00PM | 3.60 | 1.17 | 0.29 | ||
| Sheltered Sam 50/50 | Bill Bernstein | 0.05 | Feb 04, 04:00PM | 2.05 | 1.77 | 3.14 | |
| Simple Path to Wealth | JL Collins | 0.05 | Feb 04, 04:00PM | 2.42 | 5.04 | 7.88 | |
| Stocks/Bonds 80/20 | 0.04 | Feb 04, 04:00PM | 2.55 | 5.35 | 8.36 | ||
| Warren Buffett Portfolio | Warren Buffett | 0.04 | Feb 04, 04:00PM | 2.73 | 6.18 | 9.93 | |
| Dedalo Three | Dedalo Invest | 0.04 | Feb 04, 04:00PM | 3.04 | 5.89 | 9.16 | |
| Robo Advisor 0 | Betterment | 0.03 | Feb 04, 04:00PM | 0.39 | 0.91 | 1.93 | |
| Robo Advisor 100 Value Tilt | Betterment | 0.03 | Feb 04, 04:00PM | 3.39 | 3.10 | 5.00 | |
| Stocks/Bonds 60/40 with Bitcoin | 0.03 | Feb 04, 09:58PM | 2.21 | 5.17 | 7.73 | ||
| Long Term Portfolio | Ben Stein | 0.03 | Feb 04, 04:00PM | 2.49 | 2.55 | 4.25 | |
| Aggressive Global Income | The Lazy Team | 0.03 | Feb 04, 04:00PM | 2.14 | 1.84 | 3.50 | |
| Talmud Portfolio | Roger Gibson | 0.03 | Feb 04, 04:00PM | 1.76 | 1.33 | 4.31 | |
| US Cash | 0.03 | Feb 04, 04:00PM | 0.35 | 1.13 | 2.43 | ||
| Sheltered Sam 60/40 | Bill Bernstein | 0.03 | Feb 04, 04:00PM | 2.31 | 2.00 | 3.49 | |
| Short Term Treasury | 0.03 | Feb 04, 04:00PM | 0.38 | 0.93 | 1.97 | ||
| No Brainer Portfolio | Bill Bernstein | 0.02 | Feb 04, 04:00PM | 2.39 | 3.31 | 3.85 | |
| Ideal Index | Frank Armstrong | 0.01 | Feb 04, 04:00PM | 2.30 | 1.63 | 2.51 | |
| Sheltered Sam 70/30 | Bill Bernstein | 0.00 | Feb 04, 04:00PM | 2.57 | 2.23 | 3.83 | |
| Ultimate Buy and Hold Strategy | Paul Merriman | 0.00 | Feb 04, 04:00PM | 2.92 | 1.82 | 2.16 | |
| Andrew Tobias Portfolio | Andrew Tobias | 0.00 | Feb 04, 04:00PM | 2.74 | 3.12 | 4.22 | |
| Coffeehouse | Bill Schultheis | 0.00 | Feb 04, 04:00PM | 1.93 | 1.73 | 2.55 | |
| Simple Money Portfolio | Tim Maurer | -0.01 | Feb 04, 04:00PM | 2.22 | 1.97 | 1.71 | |
| One-Decision Portfolio | Marvin Appel | -0.01 | Feb 04, 04:00PM | 1.26 | 1.47 | 3.53 | |
| US Stocks | -0.01 | Feb 04, 04:00PM | 3.03 | 6.59 | 10.24 | ||
| Sheltered Sam 80/20 | Bill Bernstein | -0.02 | Feb 04, 04:00PM | 2.82 | 2.47 | 4.17 | |
| US Stocks Quality | -0.02 | Feb 04, 04:00PM | 2.97 | 4.24 | 7.39 | ||
| Coward's Portfolio | Bill Bernstein | -0.04 | Feb 04, 04:00PM | 1.97 | 2.29 | 3.46 | |
| Dynamic 60/40 Income | The Lazy Team | -0.04 | Feb 04, 04:00PM | 1.52 | 1.09 | 4.61 | |
| Developed World ex-US Stocks | -0.04 | Feb 04, 04:00PM | 4.43 | 1.17 | -0.16 | ||
| Big Rocks Portfolio | Larry Swedroe | -0.04 | Feb 04, 04:00PM | 1.90 | 2.06 | 2.87 | |
| Sheltered Sam 90/10 | Bill Bernstein | -0.05 | Feb 04, 04:00PM | 3.08 | 2.70 | 4.52 | |
| US Stocks ESG | -0.05 | Feb 04, 04:00PM | 2.89 | 7.38 | 11.10 | ||
| Dimensional Retirement Income Fund | DFA | -0.05 | Feb 03 | 1.22 | 1.12 | 2.03 | |
| Sheltered Sam 100/0 | Bill Bernstein | -0.07 | Feb 04, 04:00PM | 3.33 | 2.93 | 4.86 | |
| Stocks/Bonds 60/40 ESG | -0.12 | Feb 04, 04:00PM | 1.88 | 4.56 | 6.93 | ||
| Stocks/Bonds 40/60 ESG | -0.16 | Feb 04, 04:00PM | 1.38 | 3.08 | 4.74 | ||
| European Stocks | -0.22 | Feb 04, 04:00PM | 6.35 | 1.62 | -0.04 | ||
| US Stocks Value | -0.42 | Feb 04, 04:00PM | 2.98 | 1.69 | 4.41 | ||
| US Stocks Equal Weight | -0.42 | Feb 04, 04:00PM | 3.43 | 3.17 | 6.41 | ||
